Manager User: Sales News & Incentives
- Stuart Glover (Unlicensed)
Next, you will want to create some Sales News, this enables you to communicate with your Team through your LeadX App. This is a great way to inspire and encourage your team.
Prepare - What do you want to share?
Here you can empower and invest in your team, it could be anything from sharing the latest updates, introducing new campaigns and incentives or simply celebrating wins and recognising progress.
Here are some examples:
Introducing our 30 Day Lead Generation Challenge:
Goal: Earn 500 Points
Prize: 500 NOK Voucher
Start Date: Next Month…
You will receive points for:
Every Lead you create that is accepted and assigned by your Manager
Every Lead you create that is won by the Sales Team
Every Lead you win yourself
Good luck!
Please join me in congratulating…
'Team Member'
For their incredible hard work and performance this month on achieving…
and winning the ‘…. challenge’
You inspire us all!
Content - How can you make it specific and fun for your team?
Make the challenge attainable and role specific. e.g. You could have a separate challenge for your Sales Team and Non -Sales Team.
It’s important to embrace and activate the referral mindset in your team and talk about it often.
It’s human nature to share what we like, this is the most powerful way to build - make the challenge fun.
Incentivise - How can you further Invest in your team?
Make the rewards as interesting as possible, stackable with a tiered system. For example, using the points you could qualify for rewards depending on how many points you earn.
Have short and long term challenges.
Vouchers are often a great incentive.
Ask your team what they would like to win?
Use the Sales News Feature to recognise and celebrate small wins, this helps to build a positive culture.
Create Sales News
Now you’re ready to share your exciting plans!
Sales News can only be accessed by a Manager or Admin User.
Once logged in select the Create Sales News button across the top of the screen
This will open up the Post News pop-up.
Edit Sales News
Login with the same Licence User that created the Sales News to edit it.
Select Published option to view following Popup
Click Edit button displayed under the desired Sales News
Create Sales News
Enter the News Title
Upload an image - this makes your News much more interesting to view.
Give a description of your news, why, who and what.
Publish News To - Here you decide which organisations receive this news. This is only applicable if you have multi-org. set up.
Can Be Seen By - Here you select which Licence Users you wish to view this news.
Tick the checkbox to add Expiry date for the news if desired.
Careful! Reset will clear your Info.
Preview, and Publish!
(You can also Save for later, this will not be displayed until Published)
Great job!
Delete Sales News
Login as a Manager or Admin User, you must login with the same Licence User that created the Sales News to edit it.
Click the Delete button to delete the desired News and Click Yes button on the confirmation Popup
The Sales News will be deleted and removed from Sales News page
Un-publish Sales News
Login with the same Licence User that created the Sales News to edit it.
Click Un-publish button to delete the desired News and Click Yes button on the the confirmation Popup.
The Sales News will be unpublished and moved to the Drafts
You can always Publish the news by clicking Publish button for the news present in the Drafts section